Who owns Western Asset Mrtg Defined Oppn Fund?
- Ticker: DMO
- CUSIP Number: 95790B109
Tip: Access positions for across all investors
Analyze quarterly positions in Western Asset Mrtg Defined Oppn Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Western Asset Mrtg Defined Oppn Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 648k | $6.9M | -4% | Sep 2023 |
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Sit Investment Associates | 417k | $4.5M | 0% | Sep 2023 |
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Pathstone Holdings | 361k | $4.0M | 100% | Dec 2023 |
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Thomas J. Herzfeld Advisors | 311k | $3.5M | -13% | Dec 2023 |
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Royal Bank of Canada | 270k | $3.0M | 22% | Dec 2023 |
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Envestnet Asset Management | 252k | $2.7M | 3% | Sep 2023 |
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Consolidated Portfolio Review Corp | 248k | $2.8M | 6% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 186k | $2.1M | 1% | Dec 2023 |
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Riverbrige Partners | 128k | $1.4M | 1% | Dec 2023 |
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Mml Investors Services | 110k | $1.2M | -5% | Sep 2023 |
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Advisor Partners Ii | 103k | $1.1M | 100% | Sep 2023 |
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Park Avenue Securities | 80k | $895k | 3% | Dec 2023 |
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Moors & Cabot | 71k | $798k | 6% | Dec 2023 |
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Goss Wealth Management | 69k | $742k | -17% | Sep 2023 |
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LPL Financial | 63k | $669k | 19% | Sep 2023 |
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Invesco | 37k | $393k | -31% | Sep 2023 |
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Advisor Group Holdings | 35k | $395k | -45% | Dec 2023 |
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Baird Financial | 35k | $395k | 86% | Dec 2023 |
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Regal Investment Advisors | 32k | $337k | -5% | Sep 2023 |
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Roberts Glore & Co | 31k | $346k | 4% | Dec 2023 |
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UBS Group | 31k | $346k | 18% | Dec 2023 |
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Aviance Capital Partners | 30k | $331k | -7% | Dec 2023 |
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Captrust Financial Advisors | 24k | $269k | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 24k | $265k | -8% | Dec 2023 |
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Commonwealth Equity Services | 21k | $237k | 1% | Dec 2023 |
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SeaCrest Wealth Management | 20k | $217k | 1% | Dec 2023 |
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Oppenheimer & Co | 16k | $169k | -1% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 15k | $162k | 0% | Sep 2023 |
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Raymond James Financial Services Advisors | 15k | $169k | -2% | Dec 2023 |
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Integrated Wealth Concepts | 14k | $149k | 0% | Sep 2023 |
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Integrated Capital Management | 14k | $154k | -2% | Dec 2023 |
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SFI Advisors | 13k | $150k | 0% | Dec 2023 |
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Susquehanna International | 13k | $137k | 100% | Sep 2023 |
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Ameriprise Financial | 13k | $135k | 0% | Sep 2023 |
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Bank of America Corporation | 11k | $120k | 29% | Dec 2023 |
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Advisory Services Network | 7.5k | $84k | 100% | Dec 2023 |
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Jpmorgan Chase & Co | 2.6k | $29k | 2665% | Dec 2023 |
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Brian McDonald | 2.0k | $21k | 100% | Sep 2023 |
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Steward Partners Investment Advisory | 1.0k | $11k | 0% | Dec 2023 |
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Principal Securities | 775.00 | $8.7k | 100% | Dec 2023 |
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Proequities | 650.00 | $7.3M | 0% | Dec 2023 |
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Pin Oak Investment Advisors | 450.00 | $5.0k | 0% | Dec 2023 |
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CWM | 378.00 | $4.0k | 0% | Dec 2023 |
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Citigroup | 4.00 | $45.000000 | 0% | Dec 2023 |
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Wells Fargo & Company | 1.00 | $16.000000 | -50% | Dec 2023 |
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Who sold out of Western Asset Mrtg Defined Oppn Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Deschutes Portfolio Strategy | Sep 2023 | 94k | $1.0M |
Rockefeller Capital Management | Sep 2023 | 21k | $229k |
Arlington Capital Management | Sep 2023 | 14k | $148k |
Quad-Cities Investment Group | Sep 2023 | 13k | $136k |
Atria Wealth Solutions | Sep 2023 | 10k | $112k |
FNY Investment Advisers | Sep 2023 | 200.00 | $2.0k |